To add files or scanned information of the client we must access to:


Once you see the list of customers click on   to access the client's file:

Now, we will access to the Files section:

From here we can add files by pressing the icon . When we click, we will see a window like the following:

To upload the file press the button You can also add a name and a description. You can also select the option to show the file in the client's personal area. This is useful when you want to share documents with your client's